Commercial Deposit Relationship Associate

Bank of the Pacific•Vancouver, WA

71d•$23 - $30

About The Position

A Commercial Deposit Relationship Associate serves as a vital liaison between the Customer, Commercial Lending, Commercial Services, Commercial Deposits, and Treasury Management. This role supports the deposit related needs of commercial clients by providing exceptional service in deposit account opening, account maintenance, treasury management referrals, customer service, and retail transactions in a commercial banking center. The associate ensures a seamless client experience by collaborating across departments and delivering timely, accurate, and professional support. This position supports the commercial banking teams in Vancouver WA, Lake Oswego OR, and Salem OR.

Requirements

High School diploma or equivalent
3+ years of recent experience in commercial banking, customer service, new account processing, treasury management customer service, and/or support environment with a thorough knowledge of commercial business account operations and banking services.
Excellent oral and written communication skills.
Good attention to detail.
Excellent follow-up skills.
Knowledge of retail and commercial banking products and services
Knowledge of payment products
Ability to apply internal policies, standards, procedures and practices to the assigned function.
Competent with software applications as required by specific job duties, to computer regulatory code assignments.
Ability to apply state and federal regulatory/reporting requirements pertaining to assigned function.
Knowledge of modern office practices and procedures.
Experience with new account regulations and requirements
Experience with opening and maintaining new accounts
Able to work independently; can reliably maintain a productive, personal work schedule.
Basic proficiency in PC software including word processing and spreadsheet programs, and bank customer information and transaction programs.
Understanding of the bank's policies and procedures

Nice To Haves

Undergraduate degree in business administration or equivalent experience, preferred.
General knowledge of loan operations, documentation, terms and collateral - preferred.
Knowledge of Treasury Management Services products and systems - preferred
Experience with the Demand Deposit Account Analysis System - preferred

Responsibilities

Assists with the transition of client's operating business (deposits/treasury management services) to Bank of the Pacific by collaborating with the Commercial Deposit Officer, Treasury Management Officer and/or Commercial Banking Officer, and Commercial Services, ensuring timely and accurate implementation. Review business organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies.
Independently prepare and provide required information for customer relationships to be onboarded.
Ensures accurate documentation and system input for all account-related activities
Ensures quality control with all new account setups and maintenance
Act as the primary point of contact for commercial clients' deposit-related inquiries and service needs.
Cultivates commercial banking relationships by providing timely, accurate, and professional customer service and problem resolution.
Assists customers with all account-related requests/inquiries such as deposits or withdrawals, funds transfers, loan and installment payments, wire transfers, official checks and money orders, bank products or services, treasury management and other transactions as requested or assigned.
Handles complex service issues with a solutions-oriented approach and escalate when necessary
Ability to make client calls and actively participate in the sales development process
Maintains current working knowledge of commercial account products, treasury management services, digital services and investment alternatives.
Serves as a liaison between Commercial Lending Officer, Treasury Management, and Retail Banking teams to coordinate support for clients.
Supports commercial bankers by preparing deposit related materials for client meetings and presentations and support for clients
Partners with retail operations, compliance teams, and other departments to ensure processes align with bank policy and regulatory standards.
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
Maintains and reconciles a teller drawer, adhering to Bank cash handling & security policies and procedures.
Monitoring and decisioning daily account overdrafts
Completes certifications, reconciliations and branch tests as required to ensure alignment with new or changed procedures.
Provides ITM/ATM customer support.
Assist the Commercial Banking Center Security Officer with alarm testing and ITM/ATM vendor support.
Assists Commercial Banking Center Team Lead and Facilities Department with building maintenance administration and coordination as needed.
Performs other duties as assigned.
All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls. All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.
All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.

Benefits

Salary range for this position is $23.00 to $30.00 per hour. The specific salary offered will depend on several factors including but not limited to applicant's knowledge, skills and experience relevant to the position.
Eligible to participate in annual incentive plan.
We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
Wellness Dollars up to $500 per year.
Weekend Wellness Hours, 4 per quarter.
Paid Birthday and Anniversary Holiday
11 paid Holidays per Year
Sick Leave Time - Earn up to 8 days each Year
Vacation - 12 days each year (first year adjusted based on hire)
Vacation Purchase Plan
Tuition Reimbursement
Employee Banking Privileges and Special Loan Features.